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Longterm Bear Market Downturns Might Be Past History
Few words in investing carry the same weight as “bear market.” For wealth advisors, the term evokes some of the darkest chapters in financial history.
Fidelity Looking at Record Year in 2025 for RIA Mergers and Acquisitions
Registered investment advisory (RIA) industry continues to see a surge in mergers and acquisitions, defying the broader uncertainty in global economy.
National Advisors Trust: Location Matters,The Benefits of South Dakota for Your Trust
South Dakota has consistently ranked as one of the most progressive trust jurisdictions in the country. With the highest number of trust company charters in any state, South Dakota’s legislature has made a concerted effort to develop trust laws that protect trust companies, trustees, and beneficiaries.
Estate Planning and the Autopen Debate
President Joe Biden’s reported use of the autopen has sparked questions about signatures, consent, and capacity — issues that can hit close to home.